United Capital Financial Advisors’s WisdomTree WT Stock Holding History

United Capital Financial Advisors’s Portfolio WT Stock Details WT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-13,056	Closed	-$92K	–	1499
2019 Q1	$92K	Buy	+13,056	New	+$89.9K	﹤0.01%	1315
2017 Q2	–	Sell	-39,146	Closed	-$355K	–	1312
2017 Q1	$355K	Buy	39,146 +15,607	+66%	+$151K	﹤0.01%	996
2016 Q4	$262K	Buy	23,539 +8,629	+58%	+$90K	﹤0.01%	1096
2016 Q3	$153K	Sell	14,910 -2,109	-12%	-$22K	﹤0.01%	1209
2016 Q2	$170K	Buy	17,019 +1,287	+8%	+$14.2K	﹤0.01%	1187
2016 Q1	$180K	Buy	+15,732	New	+$189K	﹤0.01%	1138
2015 Q4	–	Sell	-35,044	Closed	-$565K	–	1295
2015 Q3	$565K	Buy	+35,044	New	+$738K	0.01%	857

Other funds holding WT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

United Capital Financial Advisors's WT Position: Q2 2019 in Review

United Capital Financial Advisors sold out of WisdomTree (WT) in Q2 2019, closing a stake of 13,056 shares — an estimated $92K sold.

United Capital Financial Advisors first reported a position in WT in Q3 2015 and held it in 7 quarters. The position peaked at $565K in Q3 2015. 171 funds tracked by Wall St. Rank hold WT as of Q2 2019.

United Capital Financial Advisors reported no remaining WisdomTree position as of Q2 2019 after selling out during the quarter.
United Capital Financial Advisors sold 13,056 WisdomTree shares in Q2 2019, an estimated $92K.
United Capital Financial Advisors first reported a position in WisdomTree in Q3 2015 and held it in 7 quarters.
United Capital Financial Advisors's WisdomTree position peaked at $565K in Q3 2015.
171 funds tracked by Wall St. Rank held WisdomTree as of Q2 2019.

Based on United Capital Financial Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.